Approvals

Decide what's waiting for your approval, set up who approves what, and hand your approvals to someone while you're away.

This article is being updated.

Some work in Prevarro waits for someone to approve it before it goes ahead. When something is waiting for you, you get a notification.

Approving quotes

If your role can approve quotes, Quoting has an Approvals tab. Its badge counts what's waiting for you.

1. Go to Quoting → Approvals. Pending shows the quotes waiting on you.
2. On a quote's row, select Approve or Reject.
3. An approval note is optional. A rejection needs a reason, which the person who submitted it sees.
4. Select Approve or Reject again to confirm.

To decide several at once, tick them and use the Approve or Reject button in the bar that appears. It shows how many you've picked. A bulk rejection records the same reason on each.

Select All, Approved or Rejected to look back at decisions, month by month. You can search, and narrow the list with Members.

Submitting a quote for approval

Your business can set a quote total at which sending needs approval, in Quoting → Settings → Send approval. A quote at or above it shows a banner in the builder:

• Submit for approval sends it to the first approver. Selecting Send submits it too.
• While it waits, the banner shows the step it's at. Withdraw takes it back.
• Approved by means it's Ready to send. If you change the quote after that, it's submitted again when you send it.
• Rejected by shows the reason. Make your changes and select Resubmit.

Approving equipment record updates

Equipment shows by default for businesses that deliver work as jobs. When your business turns on Require approval for record edits in Equipment → Settings, an edit to a compliance record waits as Update awaiting approval. An approver opens the record and selects Approve or Reject. The person who made the edit can Withdraw it.

Who approves what

People whose role can manage approvals set this up in Settings → Approvals.

• By default, items go to the direct manager of the person who submitted them - the Reports to (manager) set on their record in Settings → Users. A few money requests go to the Owner instead. Default routing lists each type and where it goes, and you can choose a chain for a type there.
• A named chain sends items through several approvers in order. Select New chain, give it a Chain name, choose what it Applies to and add the Steps (in order). Then add the people it covers in the chain's editor.
• Turn on Let approvers step in for each other to let anyone who can approve an item - within their limit for money items - approve a step waiting on someone else. They can never approve their own item. Approvers then see My Team and All under Pending.
• Set how many working days pass before the approver gets a reminder, and before colleagues who can step in are told.

In Settings → Users, a person's record shows their Approval chain assignments. Each type can follow its default, or be set to Auto-approve or to one named approver.

Going away? Delegate your approvals

1. Go to Settings → Approval delegation and select Set up delegation.
2. Pick who to Delegate to, when it Starts, the Duration and the Scope (all types or particular ones).
3. Add a reason if you like, then select Activate delegation, or Schedule delegation if it starts later.

While it's active, your approvals go to that person. Decisions they take show as made on your behalf. To end it early, select Cancel on the delegation, then Cancel delegation. Decisions already taken stand.

If someone has delegated to you, Approving on behalf of lists it.